FX Dashboard: LatAm FX Has Started Outperforming Against Asia FX
In this note, we go over the reasons that Latin American currencies have started outperforming against their Asian counterparts, a trend we expect...
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Rates 10y Dashboard: LatAm Rates Lag Asia Even When Adjusted by Beta
In this note, we discuss the underperformance of 10y rates in Latin America versus Asia and make the case that if the volatility of US rates...
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FX Dashboard: Leaders and Laggards in EM in the Dollar’s Latest Appreciation Bout
We compare the beta-adjusted performances of EM currencies to identify leaders and laggards in the latest bout of dollar appreciation.
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FX Dashboard: Contagion from Turkey Should Be Limited
In this note, we elaborate on why we expect the contagion from the sharp correction in Turkey to other emerging countries to be limited.
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FX Dashboard: Revisiting Taper Tantrum Vs Current Reflationary Scare
In this note, we revisit our analysis of the current reflationary episode vs the 2013 Taper Tantrum. Attached is our daily FX Dashboard that helps...
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